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John W Babiak

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  • An Apple Bubble Is Forming [View article]
    Reading articles like this makes me lose confidence in articles on Seeking Alpha.

    Having an expert on Gold & Precious Metals, consistently make bad calls on something which appears to completely out of his realm of expertise only eats into SA's credibility.

    Time for Seeking Alpha to start exercising some control over what gets published on their site.
    Mar 18 12:32 PM | 7 Likes Like |Link to Comment
  • "One of my favorite generational shorts is Apple (AAPL)," said bond guru Jeff Gundlach last night at a CFA dinner, as reported by CNBC's Jane Wells. "The rainmaker is gone, and I don't see people lining up all night for iPad 482."  [View news story]
    Actually, the last time Jobs was not around was when he took his first sick leave.

    According to the biography, he was quite upset when the stock price went up during that period.

    Jobs was a great dreamer who was a major influence on the company. But he wasn't exactly the adult in the room that made the company what it is today.

    I wouldn't underestimate Tim Cook and the rest of the team.
    Mar 9 01:43 PM | 4 Likes Like |Link to Comment
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